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CoreCap Advisors’s Pultegroup PHM Stock Holding History

CoreCap Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
7,372
+79
+1% +$9.59K 0.03% 383
2026
Q1 		$858K Sell
7,293
-20
-0.3% -$2.56K 0.03% 393
2025
Q4 		$858K Sell
7,313
-91
-1% -$11.2K 0.03% 399
2025
Q3 		$978K Sell
7,404
-180
-2% -$22.4K 0.04% 376
2025
Q2 		$800K Buy
7,584
+5,728
+309% +$577K 0.03% 399
2025
Q1 		$191K Buy
1,856
+322
+21% +$34.8K 0.01% 689
2024
Q4 		$167K Sell
1,534
-298
-16% -$38.7K 0.01% 749
2024
Q3 		$263K Buy
+1,832
New +$233K 0.01% 605
2024
Q2 		– Sell
-3,388
Closed -$409K – 2320
2024
Q1 		$409K Buy
3,388
+100
+3% +$10.7K 0.02% 434
2023
Q4 		$339K Sell
3,288
-868
-21% -$73.8K 0.02% 423
2023
Q3 		$308K Sell
4,156
-5,228
-56% -$417K 0.02% 414
2023
Q2 		$729K Buy
+9,384
New +$636K 0.05% 283
2022
Q4 		$328K Sell
7,207
-1,796
-20% -$75.7K 0.02% 435
2022
Q3 		$338K Sell
9,003
-1,566
-15% -$65.9K 0.03% 406
2022
Q2 		$419K Buy
+10,569
New +$445K 0.03% 352
2022
Q1 		– Sell
-10,155
Closed -$580K – 1641
2021
Q4 		$580K Buy
+10,155
New +$521K 0.04% 333

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CoreCap Advisors's PHM Position: Q2 2026 in Review

CoreCap Advisors increased its Pultegroup (PHM) stake by 1.1% in Q2 2026, buying an estimated $9.59K and bringing the position to 7,372 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #383.

CoreCap Advisors first reported a position in PHM in Q4 2021 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • CoreCap Advisors held 7,372 shares of Pultegroup worth $1.01M as of Q2 2026.
  • CoreCap Advisors bought 79 Pultegroup shares in Q2 2026, an estimated $9.59K.
  • Pultegroup made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #383 holding.
  • CoreCap Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 16 quarters since.
  • 149 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.